Pinnacle Private Wealth, LLC

Pinnacle Private Wealth, LLC (CRD# 170315) is a financial advisory firm headquartered in Woburn, MA. They manage $140,000,000 in 460 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $304,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA

Financial Advisors at Pinnacle Private Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph Siciliano
CRD#: 3173532
100 Trade Center, Suite 600, Woburn, MA 01801
96
Wealthminder
score

Joseph Siciliano (CRD# 3173532) is an Investment Advisor Representative working at Pinnacle Private Wealth, LLC in Woburn, MA and has over 17 years of experience in the finance industry. Joseph Siciliano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Myles J. Dudley
CRD#: 4665588
100 Trade Center, Suite 600, Woburn, MA 01801
93
Wealthminder
score

Myles Dudley (CRD# 4665588) is an Investment Advisor Representative working at Pinnacle Private Wealth, LLC in Woburn, MA and has over 13 years of experience in the finance industry.

3
Michael D. Viti
CRD#: 2046643
144 Gould Street, Suite 207, Needham, MA 02494
86
Wealthminder
score

Michael Viti (CRD# 2046643) is an Investment Advisor Representative working at Pinnacle Private Wealth, LLC in Needham, MA and has over 26 years of experience in the finance industry.

4
Daniel J. Cotton
CRD#: 2103361
100 Trade Center, Suite 600, Woburn, MA 01801
83
Wealthminder
score

Daniel Cotton (CRD# 2103361) is an Investment Advisor Representative working at Pinnacle Private Wealth, LLC in Woburn, MA and has over 25 years of experience in the finance industry.

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